Bertrang Financial Corp.

Compatibility Assessment

Wouldn’t it be great to know before meeting with an advisor what the chances would be for a successful client/advisor relationship? This tool is like obtaining an online dating compatibility score, only it measures the compatibility for a potential client/advisor relationship with our firm.
This assessment tool helps to access the probability of your compatibility with our firm, so you can feel more comfortable in deciding whether to move ahead with a free initial visit.
Begin here to take the two minute private assessment.

I am:

Married Divorced Remarried Single

Do you have Any Children less than 13 years old?

Yes No

Do you have Any Children aged 13-25?

Yes No

Do you have Any Children Older than 25?

Yes No

Do you prefer?

Seeing all the detailed numbers, along with charts, graphs and reports. Analogies, Stories and life examples on how situations may playout.

I pay off my credit cards:

Each month without fail Mostly Never

I am looking for an advisor who will help to:

Teach me budgeting to get my financial house in order. Help me provide direction and organization of all my financial products. Take me to the next level of Financial Freedom. Show me how to beat the stock market.

I was referred to your office by a friend/co-worker:

Yes No

I am:

Upbeat and positive Mostly positive Even Keel Somewhat Negative Have a sense of Hopelessness regarding money